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Altria Group

1,991 hedge funds and large institutions have $52B invested in Altria Group in 2024 Q3 according to their latest regulatory filings, with 187 funds opening new positions, 749 increasing their positions, 765 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 187 | Existing positions closed: 88

13% more capital invested

Capital invested by funds: $46.1B → $52B (+$5.86B)

4% more funds holding

Funds holding: 1,9141,991 (+77)

0.71% more ownership

Funds ownership: 58.88%59.59% (+0.71%)

0% more funds holding in top 10

Funds holding in top 10: 1818 (0)

2% less repeat investments, than reductions

Existing positions increased: 749 | Existing positions reduced: 765

17% less call options, than puts

Call options by funds: $676M | Put options by funds: $813M

Holders
1,991
Holders Change
+77
Holders Change %
+4.02%
% of All Funds
28.59%
Holding in Top 10
18
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.26%
New
187
Increased
749
Reduced
765
Closed
88
Calls
$676M
Puts
$813M
Net Calls
-$136M
Net Calls Change
-$328M
Name Holding Trade Value Shares
Change
Change in
Stake
T
1926
Tidemark
California
$14.9K
DF
1927
Dunhill Financial
United Kingdom
$14K +$9.4K +186 +209%
EA
1928
Evolution Advisers
Virginia
$14K +$152 +3 +1%
EWP
1929
Elevation Wealth Partners
California
$13.9K
RI
1930
Ridgewood Investments
New Jersey
$13.4K
EFP
1931
EnRich Financial Partners
Wisconsin
$13.4K
RFG
1932
REAP Financial Group
Texas
$13.2K -$960 -19 -7%
RWML
1933
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$13K +$6.52K +129 +102%
CSWM
1934
Cassady Schiller Wealth Management
Ohio
$12.8K
SR
1935
Syntax Research
Florida
$12.8K
CJH
1936
Christopher J. Hasenberg
Wisconsin
$12.7K +$5.86K +116 +83%
BCM
1937
Blume Capital Management
California
$12.3K
ZB
1938
Zions Bancorporation
Utah
$11.8K -$11.3K -223 -49%
BHWM
1939
Beaird Harris Wealth Management
Texas
$11.7K -$1.26K -25 -10%
IA
1940
IFS Advisors
Kansas
$11.6K
CWA
1941
Carolina Wealth Advisors
South Carolina
$11.5K
JFA
1942
JNBA Financial Advisors
Minnesota
$11.5K
WAG
1943
Wiser Advisor Group
Arizona
$11.4K -$4.14K -82 -27%
DF
1944
DecisionPoint Financial
Arizona
$10.2K -$15.2K -300 -60%
HWM
1945
HighMark Wealth Management
Minnesota
$10.1K +$101 +2 +1%
PP
1946
PrairieView Partners
Minnesota
$10K
AFS
1947
Annapolis Financial Services
Maryland
$8.52K
PPA
1948
Painted Porch Advisors
California
$8.42K
KHC
1949
Koesten Hirschmann & Crabtree
Kansas
$8.17K
AP
1950
Aspect Partners
Virginia
$7.09K +$1.26K +25 +22%

MO Hedge Fund Activity: Q3 2024 in Review

1,991 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Altria Group (MO) for Q3 2024, worth a combined $52B — up 13% from $46.1B a quarter earlier.

Buyers outnumbered sellers: 187 funds opened new MO positions and 88 closed out — a net gain of 99 holders — while 749 added to existing stakes and 765 trimmed.

The largest buyer was BlackRock, adding an estimated $644M. The largest seller was Goldman Sachs, cutting an estimated $393M.

  • 1,991 institutional investors held Altria Group (MO) as of Q3 2024, up from 1,914 in Q2 2024.
  • Funds reported $52B of Altria Group stock for Q3 2024, up 13% quarter-over-quarter.
  • 187 funds opened new Altria Group positions in Q3 2024 and 88 closed out, a net change of +99 holders.
  • The largest Altria Group buyer in Q3 2024 was BlackRock, an estimated $644M added.
  • The largest Altria Group seller in Q3 2024 was Goldman Sachs, an estimated $393M sold.

Based on aggregated 13F filings for Q3 2024.